BDVIX Mutual Fund

BDVIX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-2.57%
3 Months
-4.14%
6 Months
-3.85%
YTD
-5.18%
1 Year
-1.63%
3 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDVIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-5.18%
Peer Avg (YTD)
+0.50%
vs Peers
-5.68%

BDVIX Mutual Fund Performance

BDVIX performance across multiple time periods: 1-month -2.57%, YTD -5.18%, 1-year -1.63%, 3-year 3.91%.

BDVIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

BDVIX vs another fund shows side-by-side returns. BDVIX alternatives are available in the Mutual Fund Screener.